Bankers
Bankers
How can we work together?
What do you want to DO for your clients?
✅Write Bigger Loans
✅Help Your Clients Grow
✅Improve Client Cash Flow
✅Help Clients Reach Their Dreams
Let me help make your life easier with
Better cash flow!
Client DTI too high?
I can help improve cash flow!
Let's work to improve your client's cash flow!
Reduce employee turn over
(less money spent finding new employees, less money spent training, less work for HR)
Do you have clients that need better cash flow?
We can work together to help them!
I can review their Group Health Insurance, maybe do Level Funded Group Health and you can do the financing!
I can review their Group Health Insurance, maybe do Level Funded Group Health and you can do the financing!
With more affordable Group Coverage, there is less money coming out of their checking account!
With better health coverage, hopefully there will be less turnover!
Those are the people I want to help!
Let’s do this together!
Side note: I can also help your Medicare Age Clients (65+)
COMPANY
General Disclaimers/Disclosures to Satisfy the Attorneys/Legal Dept
I am a licensed Insurance Agent in any state I do business in
I am not an attorney, I do not give legal advice but I know some if you need one
I am not an accountant, I do not give tax advice but will direct you to talk to one and have some I can introduce
I am not a doctor, I do not give medical advice but I can help look up doctors in your network
I represent multiple carriers so I have more options for you
I mainly do virtual appointments, I live on top of a mountain in the middle of nowhere (about 45 minute to Crossville...you know, the BIG CITY ;)
Most policies are not guaranteed issue aka you have to apply and answer some questions
Your privacy is important to me, if you are referred to me by someone, I might tell them "Thank you for the referral" but will not use your name or discuss our conversation
We do not offer every plan available in your area. Currently we represent 8 organizations which offer 38 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
Updated 10042024
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